Release Notes - September 2023

Engineered Advisory Accelerator

You might have attended our recent HABU conference in Dallas last month. If so, then you got to take a peek at our Partner Profiles and SpotLight™️ Wizard. Check them out!

Partner Profiles - Here is where you can find out more about our Advisory Accelerator partners and the services they offer. Choose any partner to read more about them.

SpotLight™️ Wizard - Answer a few quick questions about any of your clients and see if they could benefit from the services of one our strategic partners. Based on your answers to the questions, the wizard will give provide a list of recommended areas for adivsory-oriented conversations with your client.

HABU Referrals - If you want to introduce your client to any of our Advisory Accelerator partners, create a referral and choose the HABU icon to select the partner you are referring to. Someone will be in touch with you and/or your client shortly to help make that connection!

New Filter for Deals

We've added another option to the filters on the Deal Pipeline. You can now filter by Engagement Type.

Contacts Page - Contact's List of Companies

When a contact is associated with more than one company, we previously listed the companies in the order they were added. To make it easier to identify the contact's main company, we've updated this to list always show the default company first and then any others.

Manage Affiliations

For all of you Firm Administrators out there - you can now manage your Affiliations drop down list from Firm Settings.

Deals Pipeline Totals

Some of you might have noticed that the total from the Deals Pipeline page was removed. We had to temporarily remove the total while we worked behind the scenes to improve the performance of the page when it loads. The total is back and you should find that your pipeline loads much faster!